Judy Greffe

Judy Greffe Email and Phone Number

Financial Consultant, VP-Investments, CRPC®, Wells Fargo Advisors @ Wells Fargo Advisors
1 North Jefferson Ave., St. Louis,Missouri 63103,United States
Judy Greffe's Location
Austin, Texas, United States, United States
Judy Greffe's Contact Details
About Judy Greffe

I have enjoyed serving as a Financial Consultant with Wells Fargo Advisors or its predecessor firms for more than 36 years. I focus my experience and education on helping clients build, manage and protect their wealth through strategic income planning and portfolio implementation, including insurance, long term care and Social Security reviews. My personal and business philosophy is simple: treating others as I wish to be treated.I joined the Cooper Scoggin Financial Strategies Group of Wells Fargo Advisors in July 2012. This leverages my strengths with those of Financial Advisors Ritchy Scoggin and Duane Cooper who have over 50 years of combined investment advisory experience. We believe that our collaborative approach works for the benefit of our clients.I was born in Texas. My family roots go back five generations in the Lockhart / Red Rock area although I was raised in an Air Force family and lived in many places, including Japan and Germany, before graduating from high school in South Houston, Texas. I earned my BA from the University of Texas and taught at Del Valle High School for several years before accepting a position in the oil and gas business in Fort Worth, and, later, in Houston. In 1981 I returned to Austin and joined the financial services industry so that I could combine my experience and education with my investment planning knowledge to provide a broad spectrum of financial services to my clients.

Judy Greffe's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Financial Consultant, VP-Investments, CRPC®, Wells Fargo Advisors
1 North Jefferson Ave., St. Louis,Missouri 63103,United States
Employees:
14520
Judy Greffe Work Experience Details
  • Wells Fargo Advisors
    Vice President - Investments, Crpc®
    Wells Fargo Advisors 1981 - Present
    Austin Texas
    As a member of Cooper Scoggin Financial Strategies Group of Wells Fargo Advisors, we seek to combine personal attention and individual investment management services with access to a wide array of financial products and services available through Wells Fargo Advisors. We strive to maintain multigenerational relationships built on a foundation of trust.

Judy Greffe Skills

Retirement Planning Retirement Income Long Term Care Insurance Ira Rollovers 401k Plans Annuities Social Security Strategies Investments Iras And Roth Iras Insurance

Judy Greffe Education Details

Frequently Asked Questions about Judy Greffe

What company does Judy Greffe work for?

Judy Greffe works for Wells Fargo Advisors

What is Judy Greffe's role at the current company?

Judy Greffe's current role is Financial Consultant, VP-Investments, CRPC®, Wells Fargo Advisors.

What is Judy Greffe's email address?

Judy Greffe's email address is ju****@****ors.com

What is Judy Greffe's direct phone number?

Judy Greffe's direct phone number is +131487*****

What schools did Judy Greffe attend?

Judy Greffe attended The University Of Texas At Austin, Texas State University-San Marcos.

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What skills is Judy Greffe known for?

Judy Greffe has skills like Retirement Planning, Retirement Income, Long Term Care Insurance, Ira Rollovers, 401k Plans, Annuities, Social Security Strategies, Investments, Iras And Roth Iras, Insurance.

Who are Judy Greffe's colleagues?

Judy Greffe's colleagues are Kellee Myers-Witchey, Joseph Bruno, Sharon Riggsbee, Cheryl Orvis, Whit Hill, Natasha Ukani, Samuel Rios.

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